【Data Market Watch】Multiple Funds Fiercely Competing for Memory Chip Popularity Stocks, First-tier Hot Money Joins Forces with Quantitative Funds to Snap Up Jin Kai New Energy

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Shanghai and Shenzhen Stock Connect today totaled a transaction volume of 263.657 billion yuan, with Zijin Mining and Zhongji Xuchuang ranking first in individual stock transaction amounts for Shanghai and Shenzhen Stock Connect respectively. Regarding sector main funds, the communication sector saw the highest net inflow. In ETF trading, the 300 Dividend Low Volatility ETF by Harvest (515300) increased its transaction volume by 267% month-on-month.

On the龙虎榜 (Top Traders List), storage chip concepts repeatedly showed activity. Langke Technology hit the daily limit for the second time in three days, bought by a quantitative fund (Kaiyuan Securities Xi’an Taihua Road) with 70 million yuan, while four institutions sold 173 million yuan, and Shenzhen Stock Connect sold 101 million yuan. The computing power collaboration concept stock Jinkai New Energy hit the daily limit today, bought by a top-tier capital (Guotai Haitong Securities Wuhan Ziyang East Road) with 201 million yuan, and a quantitative fund (Kaiyuan Securities Xi’an Taihua Road) with 106 million yuan.

  1. Top 10 transactions in Shanghai and Shenzhen Stock Connect

Today, the total transaction volume for Shanghai Stock Connect was 120.268 billion yuan, and for Shenzhen Stock Connect was 143.389 billion yuan.

Among the top 10 stocks by transaction volume in Shanghai Stock Connect, Zijin Mining ranked first; GigaDevice and Buwei Storage ranked second and third respectively.

Among the top 10 stocks in Shenzhen Stock Connect, Zhongji Xuchuang ranked first; CATL and Xinyi Sheng ranked second and third respectively.

  1. Main funds in sector stocks

From sector performance, computing power leasing, CPO, and storage chips led the gains, while oil & gas, white wine, and chemicals declined.

According to main fund monitoring data, the communication sector had the highest net inflow of funds.

In terms of fund outflows, the basic chemicals sector experienced the largest net outflow.

From individual stock fund monitoring, the top ten stocks with net fund inflows mainly belong to the computing power industry chain, with Xinyi Sheng leading. The top ten stocks with net fund outflows are more dispersed across sectors, with Dongshan Precision experiencing the largest outflow.

  1. ETF trading

Among the top ten ETFs by transaction volume, the A500 ETF (512050) ranked first, followed by the China-Korea Semiconductor ETF by Huatai-PineBridge (513310).

For the ETFs with the highest month-on-month growth in transaction volume, the 300 Dividend Low Volatility ETF by Harvest (515300) increased by 267%, ranking first; the 1000 ETF (159629) increased by 218%, ranking second.

  1. Futures positions

Among the four major futures main contracts, IH, IF, IC, and IM, both long and short positions decreased, with the IF contract seeing a larger reduction in short positions.

  1. Top Traders List

  2. Institutions

Today, institutional activity on the Top Traders List was moderate, with relatively low numbers of stocks bought and net purchase amounts. Ji’an Medical surged to the daily limit, bought by two institutions with 77.56 million yuan, while two institutions sold 42.62 million yuan. CPO concept stock Kechuan Technology hit the daily limit for the third time in three days, bought by one institution with 126 million yuan. Langke Technology was sold by four institutions totaling 173 million yuan, with Shenzhen Stock Connect selling 101 million yuan.

  1. Retail traders

Top-tier retail traders showed low activity. The computing power collaboration concept stock Jinkai New Energy hit the daily limit today, bought by a top-tier retail trader (Guotai Haitong Securities Wuhan Ziyang East Road) with 201 million yuan.

Quantitative funds were highly active, with storage chip concepts repeatedly active. Langke Technology hit the daily limit for the second time in three days, bought by a quantitative fund (Kaiyuan Securities Xi’an Taihua Road) with 70 million yuan. Jinkai New Energy was bought by this seat with 106 million yuan. Commercial aerospace concept stock Shunhao Co. hit the daily limit today, bought by two quantitative funds (CITIC Securities Shanghai Caoxi North Road and Kaiyuan Securities Xi’an Taihua Road) with a total of 149 million yuan.

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